New! Finance 3 Line Items

How to access the finance 3 Line Items

Abbie avatar
Written by Abbie
Updated over a week ago

Finance 3 Line Items

Before inputting your booking patterns, you will need to set up the line items that may be used. All line items are listed below.

  • Sessions

  • Items

  • Consumables

  • Funding

  • Discounts


Sessions:

This is where you can create fixed sessions or flexible hourly sessions. You can also add in a consumable or schedule a fee change.


Items:

You are able to create additional items that you may wish to add to a child's booking pattern. For example, these could be extra activities, uniform items, or late fee charges.

  • More > Settings > Finance > Line Items > Items > Create > Input name > Input fees > Save.

You are able to add regular items to a session or as a one-off booking item.

Tip: You are also able to schedule a fee change by clicking 'schedule price change'.


Consumables:

By default, you have breakfast, lunch, and tea. However, you are able to edit these names and add additional consumables. When creating the sessions you would input the consumable cost.

  • More > Settings > Finance > Line Items > Consumables > Create > Input name > Select whether to combine the cost into session price or show it as a separate line item > Save.


Funding:

This is where you set up your funding types. You are able to select a regular funding type, for example, 3-Year Old 15 Hour, or a one-off funding type such as EYPP funding.

  • More > Settings > Finance > Line Items > Funding > Create.

Please click here for further details on the funding setup.


Discounts:

You are able to set two types of discounts. A discounted percentage or a discounted amount.

  • Discount Percentage: More > Settings > Finance > Line Items > Discounts > Create > Input discount name > Select percentage & input the percentage amount > Select what items you would like the discount deducted from > Select whether you want it deducted before or after funding > Save.

  • Discount Amount: More > Settings > Finance > Line Items > Discounts > Create > Input discount amount > Select fixed amount discount > Input amount > Save.


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